Abstract
The measurement of band 3 (AE1, SLC4A1, CD233) content of red cells by eosin-5- maleimide (EMA) staining is swiftly replacing conventional osmotic fragility (OF) test as a tool for laboratory confirmation of hereditary spherocytosis across the globe. Our group has systematically evaluated the EMA test as a method to screen for a variety of anemias in the last 10 years, and compared these results to those obtained with the osmotic gradient ektacytometry (osmoscans) which we have used over three decades. Our overall experience allowed us to characterize the distinctive patterns with the two tests in several congenital erythrocyte membrane disorders, such as hereditary spherocytosis (HS), hereditary elliptocytosis (HE), Southeast Asian Ovalocytosis (SAO), hereditary pyropoikilocytosis (HPP) variants, erythrocyte volume disorders, various red cell enzymopathies, and hemoglobinopathies. A crucial difference between the two methodologies is that osmoscans measure red blood cell deformability of the entire sample of RBCs, while the EMA test examines the band 3 content of individual RBCs. EMA content is influenced by cell size as smaller red cells have lower amount of total membrane than larger cells. The SAO mutation alters the EMA binding site resulting in a lower EMA MCF even as the band 3 content itself is unchanged. Thus, EMA scan results should be interpreted with caution and both the histograms and dot plots should be analyzed in the context of the clinical picture and morphology.
Introduction
Our ability to accurately recognize the mechanistic basis of red cell disorders is continuing to evolve, none more so than the erythrocyte membrane disorders and enzymopathies. The human erythrocyte is the most abundant cell in the human body () and perhaps the most studied cell. There are approximately 20 major proteins and over 800 minor proteins in the red blood cell membrane. Integral membrane proteins are organized around band 3, an anion-exchange channel. The membrane skeleton, primarily composed of spectrin, actin and its associated proteins complete the composition of the phospholipid bilayer enabling it to maintain its shape (). There are several other proteins that manage the regulation of volume and hydration that are implicated in rare, but important, disorders of the red blood cell membrane ().
There have been many important contributions to red blood cell membrane science since the original osmotic fragility (OF) test (). One such contribution came almost four decades ago, the ektacytometer (). The ektacytometer is a laser diffractometer that measures the deformability potential of a population of red blood cells over an osmotic gradient, and allows the characterization of many of the common red blood cell membranopathies. Red cells undergo shape change from discoid to elliptocyte configuration as they traverse through the capillaries and the micropores in the splenic sinusoids. This in vivo phenomenon is mimicked in the ektacytometer. The cells are exposed to an increasing osmotic gradient, and cell deformability (shift from discoid to elliptical shape) is gauged by how light scatters as the cell responds to shear forces. The result of this test, is a characteristic graph (the Osmoscan), that shows the amount of deformability on the y-axis, and osmolality on the x-axis (Figure 1; ).
FIGURE 1
The major components of the red cells that determine deformability are the biconcave shape of the red cells, the membrane fluidity and the internal viscosity of the cell. There are several key features of the osmoscan that allow us to understand the deformability properties of the red blood cells being tested (
Almost 20 years after the introduction of ektacytometry,
A crucial difference between the ektacytometry and EMA test is that osmoscans measure red blood cell deformability of the entire sample of RBCs, while the EMA test examines the band 3 content of individual RBCs. One is a measure of deformability under shear stress (function) and the other an estimate of a critical membrane protein (structure). Further, the ektacytometer is a test that simulates flow of red blood cells through the vasculature, and is able to capture the spirit of the dynamic red blood cell; the test is a measure of RBC geometry, cytoplasmic viscosity, cell volume regulation and fluidity of the membrane (
Our group has systematically evaluated both the EMA test and osmoscans obtained as a method to screen for a variety of anemias over the past 10 years and compared these results. Our experience allowed us to characterize distinctive patterns in a variety of congenital hemolytic anemias (red cell membrane disorders, erythrocyte volume disorders, enzymopathies/hemoglobinopathies) and as well in some acquired disorders. We have not systematically evaluated the OF test by flow cytometry (
Materials and Methods
All individuals studied were patients at the Children’s Hospital of Michigan/Wayne State University School of Medicine, and the data has been collected from routine clinical testing. This review was approved by the Wayne State University Human Investigation Committee. We reviewed records of children with suspected red blood cell membranopathies or anemias who underwent both osmotic gradient ektacytometry and flow cytometry studies using eosin-5-maleimide from 2007 to 2017. In all cases, the peripheral blood smears were reviewed by members of the division of Pediatric Hematology/Oncology. Osmotic gradient ektacytometry was performed on an ektacytometer manufactured by Technicon Instruments (Miles Diagnostics, Tarrytown, NY, United States). This instrument includes two pumps to generate buffer gradients, a microprocessor that controls the viscometer motor and gradient pumps, an image analyzer and a keyboard with a display. For standard clinical testing, the rotor speed was set at 150 RPM, operating at a shear stress of 159.3 dynes/cm3 (all of the tests were done by Gerard Goyette until 2015 and following his untimely death by MG). The analog curves were digitized (done by MHM and KJ) and Omin and Omax values were used to compare diagnostic reliability in dominant HS and general characteristics of the curves relative to normal were used to describe changes in other membrane disorders. For EMA flow cytometry, cells were stained in the dark for 30 min at room temperature with agitation, washed with 1 ml cold PBS, and re-suspended in 0.5 ml PBS plus fixative (PBS plus 0.5% formaldehyde). Acquisition was performed on a Coulter XL Flow Cytometer (Coulter Corp., Miami, FL, United States) equipped with a 488 nm Argon laser. Results were analyzed using EXPO-32 software (by SB and MG). We reviewed complete blood counts on the days of the sampling and entered them into a database without patient identifiers.
Cases
Table 1. Number of patients for each disorder.
TABLE 1
| 43 | Hereditary Spherocytosis |
| 8 | Hereditary Elliptocytosis |
| 3 | Hereditary Pyropoikilocytosis |
| 3 | ABO Incompatibility |
| 4 | AIHA |
| 3 | Southeast Asian Ovalocytosis |
| 3 | Erythrocyte Volume Disorders |
Number of cases.
Hereditary Spherocytosis (HS)
Hereditary spherocytosis (HS) is the most commonly inherited red blood cell membranopathy with significant clinical heterogeneity. Features like anemia, jaundice and splenomegaly are common, and jaundice may be the only sign in neonates (
FIGURE 2

(A) Depiction of smear in left panel, Osmoscan (blue line: mild HS, red line: severe HS) in middle panel, and EMA histogram in right panel in cases of hereditary spherocytosis. (B) Depiction of smear in left panel, Osmoscan in middle panel, EMA histogram in right panel in cases of ABO Hemolytic Anemia. (C) Depiction of smear in left panel, Osmoscan in middle panel, and EMA histogram in right panel in cases of autoimmune hemolytic anemia.
In 43 patients with HS, the EMA MCF was 395.69 ± 53.48, whereas in 76 normal controls the value is 514.50 ± 15.25 (
TABLE 2
| HS (n = 43) | Normal controls (n = 76) | ||||
| Mean | SD | Mean | SD | ||
| MCF | 395.69 | 53.48 | MCF | 514.50 | 15.25 |
| Omin (X-axis) | 166.11 | 14.65 | Omin (X-axis) | 147.67 | 6.90 |
| DIMAX (Y-axis) | 0.34 | 0.08 | DIMAX (Y-axis) | 0.49 | 0.05 |
Hereditary spherocytosis.
Neither the osmoscans nor the EMA histograms can distinguish dominant HS from recessive HS. In the only child with recessive HS we have evaluated, the EMA MCF was 348 with MCF ratio of 0.87; the child had two alpha spectrin mutations (SPTA1 c.3267A > T, p.Y1089X and alpha-LEPRA [c.4339-99C > T]), in trans; the case was included in two recent publications on recessive HS (
Heterozygotes with EPB42 mutations exhibit milder changes from our limited experience (2 cases) consistent with published data (
Spherocytes in Immune (Allo/Auto) Hemolytic Anemias
Immune hemolytic anemia is the result of antibody mediated destruction of red cells. It can be caused by maternally transferred alloantibodies as in neonates with Rh sensitization and A/B blood group infants born to type O mothers. In older children and adults acquired autoantibodies can cause hemolytic anemia. Variable numbers of spherocytes are present on smears. The osmoscan by itself cannot distinguish acquired from congenital spherocytosis, as is evident from the patterns shown in Figure 2. In ABO hemolytic disease, on the ektacytometer, the Omin and Dimax (Y axis) may appear similar to normal adult controls; neonatal red cells typically have high osmoscans (
TABLE 3
| ABO (n = 3) | Normal controls (n = 76) | ||||
| Mean | SD | Mean | SD | ||
| MCF | 554.40 | 42.97 | MCF | 514.50 | 15.25 |
| Omin (x-axis) | 175.39 | 25.34 | Omin (x-axis) | 147.67 | 6.90 |
| DIMAX (y-axis) | 0.31 | 0.02 | DIMAX (y-axis) | 0.49 | 0.05 |
ABO hemolytic disease.
TABLE 4
| AIHA (n = 4) | Normal controls (n = 76) | ||||
| Mean | SD | Mean | SD | ||
| MCF | 497.63 | 66.84 | MCF | 514.50 | 15.25 |
| Omin (x-axis) | 169.24 | 6.53 | Omin (x-axis) | 147.67 | 6.90 |
| DIMAX (y-axis) | 0.35 | 0.06 | DIMAX (y-axis) | 0.49 | 0.05 |
Autoimmune hemolytic anemia.
Hereditary Elliptocytosis (HE) and Hereditary Pyropoikilocytosis (HPP)
Hereditary elliptocytosis (HE) is clinically heterogeneous disorder. The presence of elliptically shaped red cells on the peripheral blood smear is the characteristic feature of HE. HE patients can have a diverse spectrum of clinical findings ranging from life threatening anemias to asymptomatic carrier state (
FIGURE 3

(A) Depiction of smear in left panel, Osmoscan in middle panel (blue line depicts a mild case, red line depicts a severe case), and EMA histogram in right panel in cases of hereditary elliptocytosis with severe fragmentation. (B) Changes in the EMA histogram in a HE patient with severe fragmentation at birth, and improvement 1 year later. (C) EMA in an older child showing a prominent left shoulder, but mostly resolved fragmentation.
Hereditary elliptocytosis cases show distinctive indented plateau on osmoscans pattern (
On EMA scans a bimodal pattern comprised of distinct population of cells with decreased MCF (representing fragmented cells) and a population with normal to high MCF may be present, especially in neonates. The EMA histograms reflect the level of fragmentation seen on smears. In infants who show high numbers of fragmented cells (“hemolytic HE”) two distinct populations one with low MCF and another with high MCF) can be identified (Figure 3A). Often in such cases the level of fragmentation decreases as the infant gets older and the EMA histograms reflect this with a decrease in the size of the red cell population with low MCF (Figure 3B). This feature also distinguishes hemolytic HE cases from cases of HPP where the extreme fragmentation gives a single population of cells with low MCF (Figure 4). In older children and adults the curve may overlap the control or shifted slightly to right but a trailing population of fragment cells can identified on the left shoulder of the curve (Figure 3C). This is an important finding as, it expands the value of the EMA test beyond the diagnosis of HS. In a recently reported work, heterogeneity in the ovalization of the HE patients had no association with EMA binding (
FIGURE 4

Depiction of smear in, Osmoscan (blue line: HPP, black line: control, red/green line: father/mother), EMA histogram in cases of hereditary pyropoikilocytosis.
Hereditary pyropoikilocytosis (HPP), originally thought to be a unique and separate disease process, has been reclassified as a subset of HE due to double heterozygosity of mutations in the alpha-spectrin gene (
FIGURE 5

Depiction of smear in left panel, Osmoscan in center panel, and EMA histogram in right panel in cases of Southeast Asian ovalocytosis.
TABLE 5
| Hereditary elliptocytosis (n = 8) | Normal controls (n = 76) | ||||
| Mean | SD | Mean | SD | ||
| MCF | 478.69 | 28.42 | MCF | 514.50 | 15.25 |
| Omin (x-axis) | 147.59 | 21.06 | Omin (x-axis) | 147.67 | 6.90 |
| DIMAX (y-axis) | 0.22 | 0.05 | DIMAX (y-axis) | 0.49 | 0.05 |
Hereditary elliptocytosis.
TABLE 6
| Hereditary pyropoikilocytosis (n = 3) | Normal controls (n = 76) | ||||
| Mean | SD | Mean | SD | ||
| MCF | 213.85 | 52.26 | MCF | 514.50 | 15.25 |
| Omin (x-axis) | 175.75 | 13.44 | Omin (x-axis) | 147.67 | 6.90 |
| DIMAX (y-axis) | 0.11 | 0.14 | DIMAX (y-axis) | 0.49 | 0.05 |
Hereditary pyropoikilocytosis.
Southeast Asian Ovalocytosis (SAO)
The first report of Southeast Asian Ovalocytosis (SAO) was over five decades ago (
TABLE 7
| Southeast Asian ovalocytosis (n = 3) | Normal controls (n = 76) | ||||
| Mean | SD | Mean | SD | ||
| MCF | 334.13 | 22.01 | MCF | 514.50 | 15.25 |
| Omin (x-axis) | NA | NA | Omin (x-axis) | 147.67 | 6.90 |
| DIMAX (y-axis) | −7.33 | 6.43 | DIMAX (y-axis) | 0.49 | 0.05 |
Southeast Asian ovalocytosis.
Erythrocyte Volume Disorders
Erythrocyte volume disorders include hereditary xerocytosis (now referred to as dehydrated stomatocytosis) and stomatocytosis (overhydrated stomatocytosis) (
FIGURE 6

Depiction of smear (black arrows point to classical stomatocytes and red arrow to a “lipstick” stomatocyte, Osmoscans in middle panel- black line: control; yellow line: hereditary spherocytosis, red line: overhydrated stomatocytosis [PIEZO1 (p.Arg1728Cys)], and blue line: dehydrated stomatocytosis [PIEZO1 (p.Thr1589Ile)], EMA histograms in right panel in cases of stomatocytosis overlap control histograms.
Other Disorders With Low MCF Values on EMA Test
Red cells from individuals with iron deficiency anemia and thalassemias show low MCF values on EMA scan but can be distinguished from HS cases because of a left shoulder of smaller cells indicating the anisopoikilocytosis in these disorders. A left shoulder may also be seen in cases with hemolytic uremic syndrome and other thrombotic microangiopathies indicating the level of circulating fragmented red cells.
RBC Enzyme Deficiency
In G6PD deficiency and glycolytic enzyme disorders ektacytometry shows high osmoscans indicating greater deformability of red cells (
FIGURE 7

Depiction of a smear in left panel, Osmoscan in center panel, and EMA histogram in a case of pyruvate kinase deficiency.
Conclusion
Eosin-5-maleimide testing and osmoscans are complementary and the combined information can lead to better diagnosis of red cell membrane disorders. There are very salient and key differences in the diagnostic ability of the EMA test and ektacytometry. The EMA provides a static, quantifiable measurement of the amount of band 3 protein, while the ektacytometer provides a fluid, physiologically simulated test that assesses red blood cell deformability in an active fashion (Figures 8, 9). In interpreting the EMA test, attention should be paid to not only the MCF value, but also the slope of the curve on either side, which together reflect the heterogeneity of cell size (Figure 2). The lowest MCF values were seen in HPP cases; SAO cases had MCF values intermediate between HPP and HS cases (Figure 9). In erythrocyte volume disorders EMA tests may be normal, but changes in cell hydration can be suspected better on the osmoscan. At present, the use of the Osmoscan is limited by the availability of the instrument, and the need for specialized staff. The EMA is user-friendly, with quick turnaround time of testing, and flow cytometers are readily available in most institutions. These tests can provide very different results, and should be used in combination with morphology on blood smears and blood counts including the red cell indices. Molecular testing is needed for confirmation of erythrocyte volume disorders.
FIGURE 8

Deformability index by disease type.
FIGURE 9

Mean channel fluorescence by disease type.
Statements
Data availability statement
All datasets generated for this study are included in the article/supplementary material.
Ethics statement
This review was approved by the Wayne State University Human Investigation Committee.
Author contributions
AM set up the EMA test. MH-M, SBa, and KJ digitized the osmoscans and determined the Omin, DImax, and Ohyper values. Ektacytometry testing was done under supervision of RJ. AZ wrote the manuscript. RJ gifted the ektacytometer to YR. YR supervises the red cell and flow cytometry laboratories. All authors contributed to the article and approved the submitted version.
Funding
YR was funded by the Georgie Ginopolis Endowed chair in Pediatric Cancer and Hematology, WSU School of Medicine.
Acknowledgments
Gerard Goyette, now deceased, performed the osmoscans for several decades and we gratefully acknowledge his many contributions to our work over the past 3 decades.
Conflict of interest
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
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Summary
Keywords
red blood cell, anemia, membrane, Hematology, erythrocyte
Citation
Zaidi AU, Buck S, Gadgeel M, Herrera-Martinez M, Mohan A, Johnson K, Bagla S, Johnson RM and Ravindranath Y (2020) Clinical Diagnosis of Red Cell Membrane Disorders: Comparison of Osmotic Gradient Ektacytometry and Eosin Maleimide (EMA) Fluorescence Test for Red Cell Band 3 (AE1, SLC4A1) Content for Clinical Diagnosis. Front. Physiol. 11:636. doi: 10.3389/fphys.2020.00636
Received
06 February 2019
Accepted
19 May 2020
Published
19 June 2020
Volume
11 - 2020
Edited by
Richard Van Wijk, Utrecht University, Netherlands
Reviewed by
Norbert Nemeth, University of Debrecen, Hungary; Giovanna Tomaiuolo, University of Naples Federico II, Italy; Archana Mishra Agarwal, University of Utah Hospital, United States
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Copyright
© 2020 Zaidi, Buck, Gadgeel, Herrera-Martinez, Mohan, Johnson, Bagla, Johnson and Ravindranath.
This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.
*Correspondence: Ahmar Urooj Zaidi, ahmar@wayne.edu
This article was submitted to Red Blood Cell Physiology, a section of the journal Frontiers in Physiology
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